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April 2010



Bubble in Chinese Real Estate?

April 19, 2010 – Comments (13)

China's growing quite fast.  In fact, China's GDP went up 11.9% in the 1st quarter of this year.  I believe China will continue to be a growth story over the long haul, but I wonder if real estate prices have become frothy in the short-term.   [more]



TWGP: Tower Group, Inc.

April 10, 2010 – Comments (18) | RELATED TICKERS: TWGP.DL

I've made it no secret that I tend to pick outperforms/underperforms on CAPS after just a quick look at the financial statements.  One can quickly determine if a company is obviously undervalued or not after just a quick look.  As the market has come up and the obvious bargains have become fewer and fewer, I've now taken it upon myself to further research my opportunities, understanding how the companies make money and how they can grow business.    [more]

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